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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
20
Increased
55
Reduced
47
Closed
10
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
Jane Street
2
Jane Street
New York
$8.82M
3
Mariner
3
Mariner
Kansas
$75.6M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
Northern Trust
5
Northern Trust
Illinois
$4.84M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$344K
3
CSIA
3
Charles Schwab Investment Advisory
California
$66.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$81.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$147M 1,036,246 +825,978 +393%
Invesco
2
Invesco
Georgia
$127M 893,543 -8,742 -1%
HT
3
Hefren-Tillotson
Pennsylvania
$81.6M 573,342 -20,056 -3%
Morgan Stanley
4
Morgan Stanley
New York
$80.3M 564,293 -15,672 -3%
Mariner
5
Mariner
Kansas
$75.6M 531,281 +40,437 +8%
CSIA
6
Charles Schwab Investment Advisory
California
$66.3M 465,911 -24,591 -5%
CPO
7
Cerity Partners OCIO
New York
$59.7M 419,668 +27,352 +7%
UBS Group
8
UBS Group
Switzerland
$34.3M 241,194 -58,603 -20%
Wells Fargo
9
Wells Fargo
California
$34.2M 240,268 +10,988 +5%
RJA
10
Raymond James & Associates
Florida
$30M 211,018 -10,938 -5%
WA
11
Waverly Advisors
Alabama
$29.4M 206,475 +2,033 +1%
LPT
12
Legacy Private Trust
Wisconsin
$27.7M 194,976 -2,422 -1%
Ameriprise
13
Ameriprise
Minnesota
$21.8M 153,253 +40,404 +36%
TC
14
Trilogy Capital
California
$19.6M 138,120 +3,063 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14.7M 103,385 +6,732 +7%
RCA
16
Rowland Carmichael Advisors
Arizona
$13.8M 97,290 +418 +0.4%
BPB
17
Badgley, Phelps & Bell
Washington
$12.9M 90,567 +254 +0.3%
PI
18
PFS Investments
Georgia
$12.1M 85,052 +3,004 +4%
LPL Financial
19
LPL Financial
California
$11.3M 79,533 +1,134 +1%
DPA
20
Delphi Private Advisors
California
$10.8M 75,740 -3,134 -4%
CAN
21
Cetera Advisor Networks
California
$10.7M 74,941 +13,576 +22%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$10.6M 74,677 -647 -0.9%
EC
23
Estate Counselors
Wisconsin
$9.95M 69,910 +1,300 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.83M 69,093 -1,848 -3%
Jane Street
25
Jane Street
New York
$8.82M 61,973 +55,990 +936%
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